Fpa study on time management for financial advisors

FPA Connect: Hiring Best Practices for Financial Services Firms December 12, 2019

We all know the importance of diversity and inclusion, but many managers are still unsure about how to create an inclusive ...

How to Value, Buy, or Sell a Financial Advisory Practice

John Wiley and Sons. 2010

Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue—the value of the firm. Unfortunately, many...

The Investor's Dilemma

John Wiley & Sons. 2008

Based on cutting-edge research by leading corporate critic Louis Lowenstein, The Investor’s Dilemma: How Mutual Funds Are Betraying Your Trust and What to Do About It reveals how highly overpaid fund sponsors really operate and walks you through the conflicts of interest found throughout the industry. Page by page, you’ll discover the real problems within the world of mutual funds and learn how to overcome them through a value-oriented approach to this market.

Guerrilla Marketing for Financial Advisors

Morgan James Publishing. 2016

Guerrilla Marketing is different from traditional marketing. Instead of investing money in the marketing process, readers will discover proven examples of how to invest time, energy and imagination into growing their business. Financial professionals will be able to grow their capacity by implementing key practice management processes including: Identify and attract better ideal clients to manage your growth effectively Gather more revenue and get more referrals by implementing proven...